KPCM
FISV

Kings Point Capital Management’s Fiserv Inc FISV Stock Holding History

Kings Point Capital Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$101K Hold
1,000
– – 0.01% 274
2021
Q4 		$104K Hold
1,000
– – 0.01% 292
2021
Q3 		$109K Hold
1,000
– – 0.01% 264
2021
Q2 		$107K Hold
1,000
– – 0.01% 265
2021
Q1 		$119K Buy
1,000
+300
+43% +$34.4K 0.01% 243
2020
Q4 		$80K Buy
+700
New +$75.4K 0.01% 274

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Kings Point Capital Management's FISV Position: Q1 2022 in Review

Kings Point Capital Management held its Fiserv Inc (FISV) position steady in Q1 2022 at 1,000 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #274.

Kings Point Capital Management first reported a position in FISV in Q4 2020 and has held it in 6 quarters since. The position peaked at $119K in Q1 2021. 1,343 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

  • Kings Point Capital Management held 1,000 shares of Fiserv Inc worth $101K as of Q1 2022.
  • Kings Point Capital Management left its Fiserv Inc share count unchanged in Q1 2022.
  • Fiserv Inc made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #274 holding.
  • Kings Point Capital Management first reported a position in Fiserv Inc in Q4 2020 and has held it in 6 quarters since.
  • Kings Point Capital Management's Fiserv Inc position peaked at $119K in Q1 2021.
  • 1,343 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.